IWM
WBIT

IHT Wealth Management’s WBI BullBear Trend Switch US 3000 Total Return ETF WBIT Stock Holding History

IHT Wealth Management’s Portfolio WBIT Stock Details WBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-9,967
Closed -$209K – 654
2019
Q3 		$209K Buy
+9,967
New +$208K 0.03% 543

Other funds holding WBIT

WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

IHT Wealth Management's WBIT Position: Q4 2019 in Review

IHT Wealth Management sold out of WBI BullBear Trend Switch US 3000 Total Return ETF (WBIT) in Q4 2019, closing a stake of 9,967 shares — an estimated $209K sold.

IHT Wealth Management first reported a position in WBIT in Q3 2019 and held it in 1 quarter. The position peaked at $209K in Q3 2019. 16 funds tracked by Wall St. Rank hold WBIT as of Q4 2019.

  • IHT Wealth Management reported no remaining WBI BullBear Trend Switch US 3000 Total Return ETF position as of Q4 2019 after selling out during the quarter.
  • IHT Wealth Management sold 9,967 WBI BullBear Trend Switch US 3000 Total Return ETF shares in Q4 2019, an estimated $209K.
  • IHT Wealth Management first reported a position in WBI BullBear Trend Switch US 3000 Total Return ETF in Q3 2019 and held it in 1 quarter.
  • IHT Wealth Management's WBI BullBear Trend Switch US 3000 Total Return ETF position peaked at $209K in Q3 2019.
  • 16 funds tracked by Wall St. Rank held WBI BullBear Trend Switch US 3000 Total Return ETF as of Q4 2019.

Based on IHT Wealth Management's 13F filing for Q4 2019, filed 18 Feb 2020.